Heath Grossman is a CFP® with 23 years of industry experience, currently part of the Johnson Brunetti team in Wethersfield, CT. His work history includes roles at JN Financial LLC, JB Capital LLC, Silver Oak Securities, Inc., and Financial Retirement Solutions LLC. He also engages in the sale of life and health insurance and fixed annuities on a part-time basis. Johnson Brunetti provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and utilizes fundamental analysis tailored to client-specific financial situations and risk tolerances.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Ryan Coursey is a financial advisor at YHB Investment Advisors Inc with a Series 65 designation and one year of industry experience. His prior roles include positions at Partners Capital Investment Group LLP and Stavvy. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and periodic rebalancing.

James Allen is a financial advisor at Cornerstone Planning Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies LLC and New York Life Insurance. Allen is also involved in life insurance sales through his own firm, Allen Financial Group. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on passive investment strategies using low-cost mutual funds and ETFs while tailoring asset allocation to client goals and risk tolerance.

Matthew Woods Weber is a CFP® with 19 years of industry experience, currently serving as an advisor at Medallion Wealth Advisors, LLC. He has worked at Medallion Wealth Advisors since 2013 and is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he is licensed as an insurance agent through Highland Capital Brokerage. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm offers portfolio management, financial planning, pension consulting, and third-party manager oversight, employing a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Jen Nowitzke is a financial advisor at HFM Wealth Management with one year of industry experience. She holds Series 65 and Series 63 licenses and has been with Hartford Financial Management Inc. since 2013. HFM Wealth Management provides investment management and financial planning services to individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach combined with fundamental analysis and scenario modeling, managing approximately $700 million in assets, primarily on a discretionary basis.

Kevin Brady is a financial advisor at MJP Wealth Advisors in Farmington, CT, holding CFP® and Series 65 credentials with 10 years of industry experience. He has worked at MJP Associates, Inc. since 2018 and previously spent two years at Mercer Global Advisors Inc. MJP Wealth Advisors offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, estates, employer plans, and other entities. The firm uses proprietary model portfolios and customized strategies, emphasizing principal preservation and long-term total return through a blend of bottom-up selection, technical analysis, and diversification across various asset classes.

Byron Nilsson is a financial advisor at YHB Investment Advisors Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining YHB in 2021, he worked at Societe Generale for ten years. YHB Investment Advisors is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios and regular account reviews.

Robert Berlinski is a financial advisor with AdviceOne Advisory Services, LLC in Glastonbury, CT. He holds a Series 65 designation and has five years of industry experience, having worked with AdviceOne since 2014. AdviceOne Advisory Services, LLC provides discretionary investment management and financial planning to individuals, high-net-worth individuals, and non-profit organizations. The firm employs a dual-portfolio approach combining equity and fixed-income sleeves, using open-ended mutual funds and proprietary asset-allocation models focused on long-term returns, risk, and correlations.

Kara Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Macro Advisors, Inc., where she has been since 2024. Miller is also a partner at Professional Investors Life & Annuity, LLC, a business specializing in life insurance, annuities, and health insurance sales. Macro Advisors, Inc. manages approximately $371 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model allocations combining equities, hedging strategies, and fixed income, and incorporates fundamental and technical analysis alongside option writing and structured products in its investment approach.

Thomas Manning is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with YHB Investment Advisors Inc. since 2015. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients. The firm provides personalized asset management, pension and 401(k) consulting, and donor-advised fund services, with an investment approach focused on diversified portfolios, quality equity selection, and periodic rebalancing.

Jeffrey Annello is a financial advisor at SageBroadview Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Founders Capital Management, as well as being self-employed and affiliated with the University of Connecticut. SageBroadview Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and trusts with wealth management and consulting services, including a Young Professionals Program. The firm employs a long-term, diversification-focused investment approach using Modern Portfolio Theory, and incorporates Dimensional Fund Advisors strategies, mutual funds, and ETFs within individualized investment policy statements.

Nicholas Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and three years of industry experience. His prior work experience includes roles at Willis Towers Watson, Schulman and Associates, and A Villa Louisa. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in client assets, providing discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and tailored portfolio strategies aligned with clients’ financial situations and risk tolerances.

Christopher Pierce is a CFA® charterholder with four years of industry experience. He has worked at HFM Wealth Management since 2021 and previously spent seven years at Aspen Capital Solutions LLC. HFM Wealth Management advises individuals, families, trusts, endowments, retirement plans, and institutional clients, offering customized investment plans and comprehensive financial planning. The firm manages portfolios on a discretionary basis and provides specialized services including retirement-plan consulting, investment policy design, and risk management for banks and foundations.

Paul Martel is a financial advisor with YHB Investment Advisors Inc in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with various YHB entities since 1989 and serves as vice president and owner of YHB Retirement Services, LLC, where he also sits on the board of directors providing qualified plan consulting. YHB Investment Advisors, Inc. is a privately owned SEC-registered firm managing approximately $1.98 billion for over 1,000 clients through a team of 19 advisors. The firm provides personalized asset management for individuals and institutions, including pension and 401(k) consulting, with an investment approach focused on diversified portfolios featuring investment-grade bonds, quality equities, and regular rebalancing.

Matthew Pastor is a financial advisor at Johnson Brunetti with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JB Capital. Pastor is also licensed as an insurance agent through JN Financial LLC. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, serving individuals, corporations, pension plans, and trusts. The firm offers discretionary asset management, written financial planning, consulting, and referrals to third-party money managers, using a portfolio approach based on fundamental analysis tailored to client needs.

Jeremy Garskof is a financial advisor at HFM Wealth Management with a Series 65 credential and two years of industry experience. His prior work includes roles at Legal & General Retirement America and the University of Connecticut. Outside of finance, he has been involved with the Ridgefield Running Company. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, and institutional clients, providing portfolio management and comprehensive financial planning. The firm employs customized investment plans, scenario analyses, and discretionary management strategies, including use of individual securities, mutual funds, ETFs, and selective options and futures.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Sjaun Sanderson is a financial advisor at Johnson Brunetti with three years of industry experience. He holds a Series 65 designation and has worked with Johnson Brunetti and JB Capital since 2020 and 2021, respectively. Outside of his advisory role, Sanderson sells life insurance and fixed annuities through an affiliated insurance company. Johnson Brunetti is a multi-adviser firm managing approximately $2.78 billion in assets, offering discretionary asset management, financial planning, and consulting services for individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis with tailored portfolio strategies, and it utilizes third-party support for model portfolios and administrative functions.